Posts
2018 Predictions (Sort Of)
Saturday, December 16, 2017
It’s time once again for eggnog, office parties, family gatherings, hotly-contested college football playoffs and financial predictions from investment advisors. Not wanting to follow the crowd, Riverview Trust Company wants to share its own insights for 2018.
The Fed and the Markets (Part 3)
Thursday, November 30, 2017
We’re looking at the effect of the Fed’s actions on the stock and bond markets. In the first installment, we looked at how the Fed promotes economic growth and price stability. In the second, we examined the way stocks and bonds are valued, and how economic factors (including those triggered by the Fed) move those values. In this final segment, we’re going to see how the Fed’s actions actually have affected the markets over the past year.
The Fed and the Markets (Part 2)
Friday, August 18, 2017
In the second installment of a three-part series, we look at how stocks and bonds are valued, and how economic factors (including those triggered by the Fed) move those values.
The Fed and the Markets (Part 1)
Friday, July 28, 2017
Everyone talks about the Fed and what it's up to, but many people are unclear about how it works and the ways it impacts the markets. The first of a three-part series
What ARE You Paying For?
Thursday, June 15, 2017
With low-cost investment houses and robo-advisers competing for your business, it's more important than ever to be clear about what you're getting for the investment management fees you're paying.
Investment Shock Absorbers
Friday, April 14, 2017
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.
Client Alert: The IRS Annual "Dirty Dozen" List of Tax Scams for 2017
Thursday, March 16, 2017
The IRS announced its 2017 "Dirty Dozen" list of tax scams today. Take a look at the enclosed links to stay up-to-date on what to watch out for when filing your own taxes this month!
Still Time to Make 2016 IRA Contributions
Wednesday, March 15, 2017
Even though we just moved our clocks ahead, in the world of IRAs time stands still (at least for a little while yet), because there's still time to make a 2016 regular IRA contribution.
Don't Look Now
Wednesday, February 15, 2017
There’s so much going on these days. The stock market is rising, bond prices are dropping (sort of), emerging markets are all over the place. Portfolio-watching is becoming as big a spectator sport as football. Maybe bigger, given football’s recent television ratings. But watching your portfolio can be bad for your financial health. The more often people look at their investments, the less likely they are to take on risk.
Fiduciary Standard: Why the Objections?
Friday, January 20, 2017
There is a lot written lately about the "fiduciary standard" in investing, largely because the Department of Labor is set to impose that standard on advisors who manage retirement accounts. Essentially, it means putting the interests of another ahead of your own. This seems like it should be the undisputed goal of every investment advisor: we should always be putting our clients' interests ahead of our own. So why is the brokerage industry fighting it?